Quotes and Invoices
Manage Quotes
There are a lot of actions that can be done in the Manage Quote section. The Quote window will only appear for quotes that haven't been accepted by the client. If a quote has been accepted by either the client or manually by the user, you will be forwarded to the invoice which will contain all of the same information as the quote.
The icons in the upper right part of the window are the following:
- Save Quote
This will update and save added or edited information.
- Delete or Void Quote
This icon will allow you to cancel and delete the quote as long as it has not yet been accepted by the client. Keep in mind that after you void a quote, you won't be able to manage it anymore and you'll have to create a new one.
- Quote Settings
Upon clicking this icon, you can edit the company header, job site, and billing settings for the quote.
- Copy
This allows you to copy the details of that quote to a different customer/ new qoute.
- Close
To close the current window.
The Print Options on the upper left side of the window will open your quote in another tab and allow you to view the drafted quote. All the information you have added to the quote will appear on this tab. On the new tab you will have the option to print or download it as a PDF file by clicking on the option in the middle part
Note: The ' +' key on the right top corner of the window would mean “add new”.
Manage Invoice
Manage Invoice window will allow you to edit the clients' information, the costing, and the list of services/products provided. All of the information from the quote will be transferred to your invoice to give you a headstart. However, you have the ability to add and remove any information that you need.
The icons in the upper right part of the window are the following:
- Save Invoice
This will update and save added or edited information.
- Delete or Void Invoice
This icon will allow you to delete and void the invoice.
- Invoice Settings
You will then be directed to another window where you can edit or update the information of the client.
- Close
To close the current window.
Just as with quotes, the Print Preview on the upper left side of the invoice window will redirect you to another tab and allow you to view the invoice and have the option to print or download it as a PDF file.